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Integrations

Integrating with FreshSales

Written By Carlos

Last updated 8 months ago

(Formerly FreshWorks CRM)

Learn how to seamlessly connect FreshSales (Freshworks) with PayKickstart to streamline your sales and subscription management. This guide walks you through the integration process, enabling you to automatically sync customer data.

In your PayKickstart account, go to Configure → Integrations.


First, you’ll need to integrate on your main integration page.

Inside the Integrations menu, make sure to click on the Available tab.

Then find the CRM category in the filter, and scroll down to locate FreshSales.

You can also search for FreshSales directly within the Search field:

Enable FreshSales by clicking the toggle switch.

Account Name: For your reference purposes only.


API Key: From Freshworks CRM.

https://paykickstart.freshworks.com/crm/sales/personal-settings/api-settings

Domain: Your Freshworks CRM Domain URL. Example: mycompany.freshworks.com

Enter the API key and Domain in PK, then click connect.

After connecting your account, you must set up a Trigger to tell PayKickstart when to send customer information to FreshSale.

In the PayKickstart dashboard, go to Configure and select Triggers →

https://app.paykickstart.com/vendor/configure/triggers

Click the + New Trigger button to create a new rule.

Configure the Trigger settings as follows:

  • Status:
    First, toggle the switch at the top to make the trigger ACTIVE.

  • Trigger Name:
    Give your trigger a descriptive name so you can easily identify it later
    (e.g., "Product 1 - New Sale to FreshSales").
     

Select Event(s):
Choose the event that will fire this trigger.
For adding new customers, New sale is the most common choice.

Please note:

Available event options will show clearly only after saving your first trigger.

We recommend choosing the New Sale event when setting up the integration for the first time as it would trigger with any new transaction that is created for the product.

For FreshSales, the currently available and supported events are:

  • New Sale - triggers when a new transaction is created for the product

  • New Trial - triggers when a new trial is started for the product

  • Refund - triggers when a refund is issued to the customer, for the specific product

  • Subscription Cancellation - triggers when a Subscription is cancelled, for the product

  • Pending Cancellation - triggers when choosing to cancel the subscription at the end of the billing period, instead of immediately

  • Cart Abandonment - triggers 15 minutes after the checkout page has been abandoned

  • Subscription Changed - triggers whenever the subscription’s plan has been changed to a different one

IF Condition (The Rule):

This defines the variable that must be included for the trigger to run.

Important: The IF condition must be set to a Product, for the integration to function.

Best Practice Use Case:
We recommend creating a separate trigger for each product.
This makes it easier to manage and troubleshoot specific product integrations if needed, rather than having 1 trigger where all products are selected.

THEN Action (The Result):

This defines what will happen when the IF condition is met.

Please ensure that you have your Lists and Tags created in your FreshSales account.

  • Set the THEN action to: add customer to Email Marketing service.

  • Service: Select FreshSales from the dropdown.

  • Account: Choose the FreshSales account you connected in your Integrations section.

  • Select List: Choose the specific FreshSales list where you want to add the customer.

  • Add Tag: Select a Tag, or multiple Tags you want to apply to the customer in FreshSales (e.g., new customer, subscribed customer, etc.)

Once you have configured the rule, click the Update Trigger button to save your automation.

NOTE:

As the Freshworks platform is very complex, there are many opportunities for additional improvements with the Freshworks integration.

If you have a specific need with the FreshWorks CRM integration that we do not currently offer, please submit a detailed feature request here. Our team would be happy to review the request for possible future updates with the FW CRM integration.

Now, when a customer purchases your main offer product, they’ll automatically be added to this FreshSales list that you’ve chosen.

Still need help? Ask the team